Depending on what stage your company is in (pre-IPO, going public, or already public) will determine which type of equity you receive.
While everyone’s situation is unique, it is best to have an understanding of all options so you can make an informed decision.
Whether you’re an artist creating your own NFTs or an investor trading for profit, it’s important to understand the nuances of taxes to avoid a surprise tax bill at the end of the year.
Rental real estate can be a great option to help diversify your investment portfolio and create a passive income stream.
When it comes to your income taxes, it can be difficult to stay up to date on all the new rules. Unless you are a tax professional, you might feel very lost when it comes time to prepare your tax returns.
As of December 2021, the IRS has announced that they are backlogged on over 6 Million tax returns.
This is a great tax-saving strategy to consider since you can receive up to $500 in tax credits for claiming them.
While most people can agree that saving for retirement is the most crucial financial move they will make, there is little consensus on the best way to achieve this.
This article will help you understand the basics of Federal and California tax on your equity compensation.
Depending on your investment experience, risk tolerance, and time horizon, these types of investments might benefit you.